Top Funds

Articles

FAQs

Calculator

Share Fund

Sundaram Focused Fund - Direct Plan

To provide capital appreciation and /or IDCW distribution by investing in companies across market capitalization.

Suitability

This product is suitable for investors who are seeking

• Long term Capital Growth

• Investment in equity & equity related securities including equity derivatives of large capitalization Companies

Fund Info

Scheme Class	Equity
Scheme Category	Focused Fund
Expense Ratio	1.52%
Min subscription	₹ 300

Scheme Type	Open-ended
Scheme AUM (in Crs.)	₹ 677
AMC AUM (in Crs.)	₹ 7,091
Min Addition Subscription	₹ 300

Benchmark Type

S&P BSE 500 India TR INR

Exit Load

Exit load of 0.25%, if redeemed between (0-7) days. No Exit load, if redeemed after 7 days.

Building Graph

Peer Comparison

Fund	Min SIP Inv.	Min Inv.	Returns 3Y
IDFC Focused Equity Fund - Direct Plan	1000	1000	18.74%
Axis Focused 25 Fund - Direct Plan	100	100	23.84%
Motilal Oswal Focused 25 Fund - Direct Plan	1000	1000	19.67%

Top 10 Holdings

Company	Holding Type	Asset(%)
Treps 01-Dec-2021	Cash - Repurchase Agreement	9
Infosys Ltd	Equity	8
ICICI Bank Ltd	Equity	7
Reliance Industries Ltd	Equity	6
HDFC Bank Ltd	Equity	6
Housing Development Finance Corp Ltd	Equity	5
Avenue Supermarts Ltd	Equity	5
Bajaj Finserv Ltd	Equity	4
State Bank of India	Equity	4
Bharti Airtel Ltd (Partly Paid Rs.1.25)	Equity	4

Asset Allocation(%)

Asset	Percent
Equity	91
Cash - Repurchase Agreement	9
Cash	0
Bond - Gov't Treasury	0

Sector Allocation(%)

Sector	Percent
Financial Services	30
Technology	12
Industrials	12
Energy	9
Cash - Repurchase Agreement	9

Fund Manager

Ravi Gopalakrishnan

2+ years of experience

Principal Mutual Fund

AUM₹7,091 Cr

About

Principal Mutual Fund was established in 1994 and is one of the oldest AMCs in the country. The AMC has over 4 lakh customers and more than 20,000 distributors across the country. What is unique about this asset management company is that they are committed to provide financial to retail investors and institutions alike.##With a financial legacy of more than 130 years, their global expertise proves to be an asset for taking adequate market decisions.##The AMC provides a wide range of products, ranging from equity, debt and hybrid. The schemes invest in diverse portfolios and aim to generate subsequent returns. They believe in delivering superior risk adjusted returns to clients and believe in carrying out business in a safe and transparent manner, maintaining a high level of trust and integrity among clients.

customer@principalindia.com

Phone

022 - 67720555

Address

Exchange Plaza, 2nd Floor,,National Stock Exchange Building,Bandra Kurla Complex,,Bandra East, Mumbai - 400051

Calculate Returns

Investment Amount

Expected Annual Return Rate(%)

Investment DurationYears6Months0

Investment Amount₹ 10000

Return Amount₹ 4185

Return Rate6 %

Duration6y 0m